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            Manage Promotions in Revenue Cloud for Communications

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            Manage Promotions in Revenue Cloud for Communications

            Promotions are a powerful tool for businesses to influence purchasing decisions and stimulate growth. Sales representatives can view the promotions applicable to a product on the Catalogs page. Apply these promotions to quotes and orders during the configuration process from the Transaction Line Editor or Configurator. Real-time price adjustments, reflecting the discounts, are visible in the price waterfall. Furthermore, sales reps can view applied promotions on assets, and efficiently manage products with promotions through amendment, renewal, and cancellation processes.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To manage promotions:

            Apply Promotions on Sales Transactions

            AND

            Promotions Viewer
            To create orders from a quote:

            Revenue Cloud for Communications Features

            OR

            CME Sales Features
            To amend assets with promotions: InitiateAmendment API
            To renew assets with promotions: InitiateRenewal API
            To cancel assets with promotions: InitiateCancellation API

            View Promotions in the Browse Catalog Window

            View products and promotions applicable to the product in a catalog. View automatic promotions applied to the product and add products from a catalog to the quote or order record page. After browsing the catalog and selecting a product, you can configure the product or add the product directly to the quote line items or order line items.

            Here are some of the considerations for promotions in the Browse Catalogs window.

            • Shows only the promotions for root products.

            • Shows up to 5 eligible promotions for a product. However, there’s no limit on the number of promotions that your product designers can configure or the promotions you can apply.

              To increase this limit to show up to 10 eligible promotions, contact Salesforce Customer Support.

            • By default, promotions is displayed based on the currency of the account selected for a transaction. However, your admin can customize the settings to show promotions based on the transaction currency.
            1. Open the quote or order record.
            2. Click Browse Catalogs, select a catalog, and click Next.
            3. To view the promotions applicable for a category, click View Promotions on the banner.
            4. To view the promotions applicable for a product, click Promotions next to the product.
            5. Click Add to add the product.
              Note
              Note To configure the product, click the The Configurator icon icon.
            6. Save your changes.
              The products are added to the quote line items or order line items.

            View and Apply Promotions in Product Configurator

            View products and promotions applicable to the product in a configurator. Configure and apply promotions to the product from a configurator on the quote or order record page.

            1. Open the configurator.
              The Product Configurator window shows the number of available promotions.
            2. To view the promotions applicable for a product, click Promotions next to the product.
              For bundled products, the configurator shows only the eligible promotions for the root product. To apply manual promotions to child products, use the side panel on Transaction Line Editor.
            3. Enable the toggle to apply a promotion.
            4. Save your changes.
              The discounts are applied to the product.

            Apply Promotion to Quote Line Items or Order Line Items

            Apply manual promotions to quote line items or order line items in the Transaction Line Editor so that sales reps can offer discounts on products and services. Sales reps can select the manual promotions they want to apply, while the automatic promotions are auto-applied.

            Note
            Note You can’t use Promotion in the Sales Transaction Line Editor.
            1. Open the quote or order record.
            2. For quote line items, click the Quote Line Items tab. For order line items, click the Lines tab.
            3. Click a product from the list.
              A side panel opens that shows all the available promotions.
            4. On the Promotions tab, apply the promotions that you want.
              Note
              Note Automatic promotions are applied automatically and can't be removed. You can only apply and remove manual promotions.
            5. Save your changes before applying promotions to other line items.
              The promotions are applied and the prices are updated.

            Create Orders from a Quote with Promotions

            Quickly create one or multiple orders from a single quote that has promotions based on different criteria, such as recipients, fields, or groups. This flexibility allows you to customize the order creation to your unique business needs, ensuring that each order is accurate and aligned with your specific requirements.

            To create an order from a quote, see Create Orders from a Quote.

            You get a notification about the status of the order creation. The promotions applied to the quote line items are added to the order items. To view a list of orders filtered by quote for multiple orders, click View the new Orders. You can also apply additional promotions to the orders.

            Create Assets from an Order with Promotions

            Assets are automatically created upon activation of an order that includes promotions. To view the promotions applied to an asset, go to the Accounts, and select Assets with promotions.

            View Promotions Applied to Assets

            Sales reps can view promotions applied to the asset from the Promotions tab and the Related Lists tab of an asset.

            1. From the App Launcher, find and select Accounts.
            2. Open an account record.
            3. Click the Assets tab.
            4. To see promotion details from the side panel, click an asset name.
              The Promotions tab shows the list of applied promotions.
            5. To see promotions from the related list, open an asset, and click the Related Lists tab.
              The Asset Action Source Price Adjustment related list shows applied promotions.

            Amend, Renew, and Cancel Assets with Promotions

            Sales reps can use the Managed Asset viewer on your account to amend, renew, or cancel (ARC) assets that have promotions to meet the needs of your customers.

            For example, a sales rep can use an ARC of assets to add a TV to an account with ‌ active internet, add a TV to an account with ‌ canceled internet, add a theme pack to an account with active TV and internet, or upgrade an internet subscription.

            To amend, renew, and cancel assets, see Amend, Renew, and Cancel Assets.

            Here are some of the considerations for ARC of assets with promotions.

            • The availability of eligible promotions in the quote or order depends on the pricing source of the asset.
            • By default, the pricing source is empty and is considered as list price.
            • When you amend an asset with a list price pricing source, you can see previously applied promotions, and apply new promotions from the list of eligible promotions.
            • When you amend an asset with a last transaction price pricing source, you can see previously applied promotions, but can’t apply new promotions.
            • When you reduce the quantity during amendment of an asset, the pricing source is the last transaction price, and you can’t apply new promotions.
            • When you increase the quantity during amendment of an asset, the pricing source is a list price, and you can apply new promotions.
            • When you renew an asset, the pricing source is a list price, and you can apply new promotions.
            • When you cancel an asset, the pricing source is the last transaction price, and you can see the previously applied promotions.
            • When a promotion is applied during an initial sale, amendment, or renewal, it generates an Asset Action Source Price Adjustment record for an asset. Each time users apply the same or different promotions in separate transactions, an Asset Action Source Promotion record is created for every transaction.

            See Also

             
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